INDEPENDENT SCHOOLS CORPORATE TAX FOUNDATION: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- INDEPENDENT SCHOOLS CORPORATE TAX FOUNDATION (EIN 27-4662958)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2012-12-07
- IRS object ID
- 201233429349300513
- Schema version
- 2011v1.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-12-07T11:38:20-06:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 450250958 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EIDE BAILLY LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1850 N CENTRAL AVE SUITE 400 | AddressLine1 |
| City | PHOENIX | City |
| State | AZ | State |
| ZIP Code | 850044527 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 274662958 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INDEPENDENT SCHOOLS CORPORATE TAX FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | INDE | NameControl |
| Phone | 5202972288 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3219 E CAMELBACK ROAD SUITE 288 | AddressLine1 |
| City | PHOENIX | City |
| State | AZ | State |
| ZIP Code | 85018 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | KATHRYN PETERS | Name |
| Title | PRESIDENT | Title |
| Phone | 5202972288 | Phone |
| Date Signed | 2012-12-03 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | BRENDA BLUNT | Name |
| PTIN | P00075126 | PTIN |
| Phone | 6022645844 | Phone |
| Date Prepared | 2012-12-03 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | KATHRYN PETERS | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3219 E CAMELBACK RD STE 288 | AddressLine1 |
| City | PHOENIX | City |
| State | AZ | State |
| ZIP Code | 85018 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 550036 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.ISCTF.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 2011 | YearFormation |
| State Legal Domicile | AZ | StateLegalDomicile |
| Activity Or Mission Description | TO PROVIDE SCHOLARSHIPS AND GRANTS FOR PRIVATE SCHOOL TUITION TO STUDENTS ATTENDING ONE OF THE SCHOOLS THAT IS A MEMBER OF THE INDEPENDENT SCHOOLS CORPORATE TAX FOUNDATION. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 5 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 0 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 13 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 295000 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 550000 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 1 | InvestmentIncomePriorYear |
| Investment Income Current Year | 36 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 295001 | TotalRevenuePriorYear |
| Total Revenue Current Year | 550036 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 253680 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 316025 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 0 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 0 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 1826 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 8662 | OtherExpensePriorYear |
| Other Expenses Current Year | 29761 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 262342 | TotalExpensesPriorYear |
| Total Expenses Current Year | 345786 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 32659 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 204250 | RevenuesLessExpensesCY |
| Total Assets BOY | 120696 | TotalAssetsBOY |
| Total Assets EOY | 387795 | TotalAssetsEOY |
| Total Liabilities BOY | 88037 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 150886 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 32659 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 236909 | NetAssetsOrFundBalancesEOY |
| Mission Description | TO PROVIDE SCHOLARSHIPS AND GRANTS FOR PRIVATE SCHOOL TUITION TO STUDENTS ATTENDING ONE OF THE SCHOOLS THAT IS A MEMBER OF THE INDEPENDENT SCHOOLS CORPORATE TAX FOUNDATION. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 316025 | Expense |
| Grants | 316025 | Grants |
| Description | WE PROVIDED SCHOLARSHIPS AND GRANTS FOR PRIVATE SCHOOL TUITION TO 52 STUDENTS ATTENDING ONE OF THE SCHOOLS THAT IS A MEMBER OF THE FOUNDATION. | Description |
| Total Program Service Expense | 316025 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 0 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 1 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 0 | NumberOfEmployees |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Excess Business Holdings | 0 | ExcessBusinessHoldings |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 5 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 0 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 1 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 0 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | AZ | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PHOENIX COUNTRY DAY SCHOOL | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 6029558200 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3901 EAST STANFORD DRIVE | AddressLine1 |
| City | PARADISE VALLEY | City |
| State | AZ | State |
| ZIP Code | 85253 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (11 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| MATTHEW B TELLER | ||||||
| DIRECTOR PAST PRESIDENT | 3.00 | X | X | 0 | 96852 | 42 |
| TOM SYLVESTER | ||||||
| DIRECTOR PAST VICE PRESIDENT | 3.00 | X | X | 0 | 125589 | 8166 |
| ALAN R BELDING | ||||||
| DIRECTOR PAST SECRETARY/TREASURER | 3.00 | X | X | 0 | 73400 | 2202 |
| KATHRYN ANN PETERS | ||||||
| DIRECTOR AND PRESIDENT, CFO | 3.00 | X | X | 0 | 121923 | 21233 |
| JUDITH ANN ORTIZ | ||||||
| DIRECTOR AND SECRETARY TREASURER | 3.00 | X | X | 0 | 64629 | 13181 |
| REBECCA CORDIER | ||||||
| DIRECTOR AND V. PRESIDENT | 3.00 | X | X | 0 | 56079 | 3343 |
| LEO P DRESSEL | ||||||
| DIRECTOR | 3.00 | X | X | 0 | 0 | 0 |
| JONATHAN E MARTIN | ||||||
| DIRECTOR | 3.00 | X | 0 | 170000 | 14500 | |
| DAN WAAGE | ||||||
| DIRECTOR | 3.00 | X | 0 | 85000 | 14972 | |
| CAROLE KNAPP | ||||||
| DIRECTOR | 3.00 | X | 0 | 3709 | 0 | |
| KRISTIE BERG | ||||||
| DIRECTOR | 3.00 | X | 0 | 74120 | 14371 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 871301 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 92010 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| All Other Contributions | 550000 | AllOtherContributions |
| Total Contributions | 550000 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 36 | TotalRevenueColumn |
| Exclusion | $36 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 550036 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $36 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 316025 | Total |
| Program Services | 316025 | ProgramServices |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15723 | Total |
| Management And General | 15723 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5000 | Total |
| Management And General | 5000 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5010 | Total |
| Management And General | 5010 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3176 | Total |
| Management And General | 1350 | ManagementAndGeneral |
| Fundraising | 1826 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 166 | Total |
| Management And General | 166 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 686 | Total |
| Management And General | 686 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 345786 | Total |
| Program Services | 316025 | ProgramServices |
| Management And General | 27935 | ManagementAndGeneral |
| Fundraising | 1826 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 120696 | BOY |
| EOY | 387795 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 120696 | BOY |
| EOY | 387795 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8662 | BOY |
| EOY | 4886 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 79375 | BOY |
| EOY | 146000 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 88037 | BOY |
| EOY | 150886 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20839 | BOY |
| EOY | 236909 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11820 | BOY |
| EOY | 0 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 32659 | BOY |
| EOY | 236909 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 120696 | BOY |
| EOY | 387795 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 204250 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 1 | AccountantCompileOrReview |
| FS Audited | 0 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | X | SupportingOrganization509a3 |
| Supporting Org509a3 Type1 | X | SupportingOrg509a3Type1 |
| Certification Checkbox | X | CertificationCheckbox |
| Contrib By Controlling Individual | 0 | ContribByControllingIndividual |
| Contribution By Related Party | 0 | ContributionByRelatedParty |
| Contrib By35 Controlled Entity | 0 | ContribBy35ControlledEntity |
Supported Org Information SupportedOrgInformation (4 entries)
| EINEIN | Type Of OrganizationTypeOfOrganization | Listed In Governing DocListedInGoverningDoc | Supported Organization NotifiedSupportedOrganizationNotified | Organized In USOrganizedInUS | AmountAmount |
|---|---|---|---|---|---|
| ALL SAINTS' EPISCOPAL DAY SCHOOL | |||||
| 860133389 | 1 | 1 | 1 | 1 | $29,625 |
| PHOENIX COUNTRY DAY SCHOOL | |||||
| 860172671 | 2 | 1 | 1 | 1 | $140,400 |
| ST GREGORY COLLEGE PREPORATORY SCHOOL | |||||
| 860374130 | 2 | 1 | 1 | 1 | $79,375 |
| GREEN FIELDS COUNTRY DAY SCHOOL | |||||
| 860192719 | 2 | 1 | 1 | 1 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Supported Orgs | 4 | TotalNumberOfSupportedOrgs |
| Sum Of Amounts | 249400 | SumOfAmounts |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 0 | TotalOfBookValueLandBuildings |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | Identifier |
| Return Reference | PART X: | ReturnReference |
| Explanation | THE FOUNDATION FOLLOWS GUIDANCE RELATED TO UNCERTAIN TAX POSITIONS. USING THAT GUIDANCE, TAX PROVISIONS INITIALLY NEED TO BE RECOGNIZED IN THE FINANCIAL STATEMENTS WHEN IT IS MORE-LIKELY-THAN-NOT THAT THE POSITION WILL NOT BE SUSTAINED UPON EXAMINATION BY THE TAX AUTHORITIES. AS OF JUNE 30, 2012, THE FOUNDATION HAD NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. | Explanation |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | SCHOLARSHIPS | TypeOfGrant |
| Number Of Recipients | 52 | NumberOfRecipients |
| Amount Of Cash Grant | 316025 | AmountOfCashGrant |
| Amount Of Non Cash Assistance | 0 | AmountOfNonCashAssistance |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: THE ORGANIZATION PAYS THE SCHOLARSHIP AWARD DIRECTLY TO THE SCHOOL THE STUDENT IS ATTENDING. WE ALSO RECEIVE FOLLOW-UP REPORTS FROM EACH OF THE SCHOOLS TO ENSURE ONGOING COMPLIANCE WITH THE AWARD CONDITIONS. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | JONATHAN E MARTIN | NamePerson |
| Base Compensation Filing Org | 0 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 170000 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 0 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Filing Org | 0 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 0 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 0 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 0 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 0 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 14500 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 0 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 184500 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 0 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (9 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | KATHRYN ANN PETERS, JUDITH ANN ORTIZ, KRISTIE BERG AND TOM SYLVESTER HAVE A BUSINESS RELATIONSHIP. CAROLE KNAPP, ALAN R. BELDING AND JOHATHAN E. MARTIN HAVE A BUSINESS RELATIONSHIP. MATTHEW B. TELLER AND REBECCA CORDIER HAVE A BUSINESS RELATIONSHIP. LEO P. DRESSEL AND DAN WAAGE HAVE A BUSINESS RELATIONSHIP. | |
| FORM 990, PART VI, SECTION A, LINE 6 | THE ORGANIZATION'S MEMBERS ARE THE RELATED ORGANIZATIONS AS DISCLOSED ON SCHEDULE R, PART II. | |
| FORM 990, PART VI, SECTION A, LINE 7A | EACH MEMBER IS ENTITLED TO APPOINT AN INDIVIDUAL TO THE BOARD. | |
| FORM 990, PART VI, SECTION A, LINE 7B | 2/3 OF THE MEMBERSHIP MUST APPROVE ANY AMENDMENT TO THE ARTICLES OF INCORPORATION. | |
| FORM 990, PART VI, SECTION B, LINE 11 | FORM 990 WILL BE PRESENTED AS A DRAFT TO THE FOUNDATION'S PRESIDENT AND TREASURER FOR REVIEW PRIOR TO ITS FILING. AN OPEN INVITATION SHALL BE GIVEN TO ALL MEMBERS OF THE FOUNDATION'S BOARD OF DIRECTORS AND TO ITS OFFICERS TO REVIEW AND COMMENT ON THE FORM 990. | |
| FORM 990, PART VI, SECTION B, LINE 12C | THE ORGANIZATION REGULARLY MONITORS ITS COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY OBTAINING ANNUAL SIGNED CONFLICT OF INTEREST POLICY ACKNOWLEDGEMENTS FROM EVERY BOARD MEMBER AND OFFICER. | |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION WILL PROVIDE ITS ARTICLES OF INCORPORATION, BYLAWS, AND CONFLICTS OF INTEREST POLICY UPON REQUEST. | |
| EACH OF THE DIRECTORS, WITH THE EXCEPTION OF CAROLE KNAPP, WORKED FOR A RELATED ORGANIZATION ON A FULL-TIME BASIS (APPROXIMATELY 40 HOURS A WEEK). CAROLE KNAPP WORKS ON A CONTRACT BASIS FOR A RELATED ORGANIZATION ON AN AS-NEED BASIS. NONE OF THE DIRECTORS ARE COMPENSATED FOR THEIR TIME WORKING FOR THE INDEPENDENT SCHOOLS CORPORATE TAX FOUNDATION. | HOURS WORKED FOR RELATED ORGANIZATIONS | |
| COMPENSATION FROM RELATED ORGANIZATIONS | ONE OF THE BOARD MEMBERS, LEO P. DRESSEL, IS A FULL-TIME EMPLOYEE OF ALL SAINTS' EPISCOPAL CHURCH, A RELATED ORGANIZATION. HIS COMPENSATION IS DETERMINED SOLELY WITH REFERENCE TO HIS DUTIES IN SUCH FULL-TIME EMPLOYMENT, AND IS NOT AFFECTED BY HIS DUTIES OR SERVICE AS DIRECTOR OF THE FOUNDATION. MR. DRESSEL HAS BEEN ASKED TO PROVIDE HIS COMPENSATION INFORMATION, BUT HAS DECLINED TO DO SO. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (4 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|
| ALL SAINTS' EPISCOPAL CHURCHDAY SCHOOL | |||||||||
| 6300 NORTH CENTRAL AVENUE | PHOENIX | AZ | 85012 | 860133389 | CHURCH/RELIGIOUS SCHOOL | AZ | 501(C)(3) | LINE 1 | 0 |
| PHOENIX COUNTRY DAY SCHOOL | |||||||||
| 3901 EAST STANFORD DRIVE | PARADISE VALLEY | AZ | 85253 | 860172671 | PRIVATE SCHOOL | AZ | 501(C)(3) | LINE 2 | 0 |
| ST GREGORY COLLEGE PREPARATORY SCHOOL | |||||||||
| 3231 NORTH CRAYCROFT ROAD | TUSCON | AZ | 85712 | 860374130 | PRIVATE SCHOOL | AZ | 501(C)(3) | LINE 2 | 0 |
| GREEN FIELDS COUNTRY DAY SCHOOL | |||||||||
| 6000 CAMINO DE LA TIERRA | TUSCON | AZ | 85741 | 860192719 | PRIVATE SCHOOL | AZ | 501(C)(3) | LINE 2 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 1 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 1 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (4 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| ST GREGORY COLLEGE PREPARATORY SCHOOL | ||
| B | 79375 | CASH |
| PHOENIX COUNTRY DAY SCHOOL | ||
| B | 140400 | CASH |
| ALL SAINTS' EPISCOPAL DAY SCHOOL | ||
| B | 29625 | CASH |
| PHOENIX COUNTRY DAY SCHOOL | ||
| O | 3467 | CASH |
Form990 Schedule R Part VII Form990ScheduleRPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | TRANSFER OF CASH FOR SCHOLARSHIPS | Identifier |
| Return Reference | SCHEDULE R, PART V, LINE 1 Q | ReturnReference |
| Explanation | CASH TRANSFERRED TO SCHOLARSHIPS TO ST. GREGORY COLLEGE PREPARATORY SCHOOL $79,375 FOR PRIOR YEAR ACCRUAL. CASH TRANSFERRED TO SCHOLARSHIPS TO PHOENIX COUNTRY DAY SCHOOL $140,400. CASH TRANSFERRED TO SCHOLARSHIPS TO ALL SAINTS' EPISCOPAL DAY SCHOOL $29,625. SCHOLARSHIPS APPROVED AND ACCRUED FOR FISCAL YEAR 2012-2013 ARE $146,000 TOTAL FORM 990, PART IX, LINE 2 $316,025. CASH PAYMENTS PAID ON BEHALF OF PHOENIX COUNTRY DAY SCHOOL FOR OPERATING EXPENSES TOTAL $3,467. | Explanation |
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